Investment Management
Empowering Churches and Institutions to Enable and Expand Mission
Discover how our comprehensive range of services can support your organization’s financial growth and fundraising efforts. From investment management to legacy giving, our solutions are designed to help you enable and expand mission.
Investment Management Solutions
Best-in-class investment services
TPF is a nationally respected partner to small or large churches and nonprofit 501(c)(3) organizations, offering best-in-class investment management services backed by a team committed to customer service. We manage investment assets for hundreds of organizations, offering reduced costs offset by our own endowment funds. Our investment service portfolio includes:
- Asset allocation consulting at no charge
- Manager of due diligence
- A wide variety of investment options
- Cash management and cash flow modeling and planning
- Non-fund asset management (oil, gas, and more)
- Investment performance measurement and evaluation
- In-person performance reports and updates
- Secure web access for self-service reporting
- Representation by TPF’s Board of Trustees Investment Committee
Past performance is not necessarily indicative of future investment results. TPF neither expressly nor impliedly guarantees any specific investment return.
Development Services
A full-service solution from consulting to administration
Let our experienced donor development team help you achieve your organization’s goals through:
- On-site educational consulting and training for leaders
- Publicity and media campaigns
- Education for prospective donors
- Administration of life income gifts*
*TPF administers life income gifts by institution members free of charge when the corpus is given to 501(c)(3) entities and when they are aligned with the beliefs of the Presbyterian community.
Operational Services
Outsource your program maintenance to our experienced team
Our operational services include:
- Reporting and financial reporting packages
- Designated gifts and life income plans administration
- Agent representation when receiving gifts in the form of securities
- Mineral interests administration
- On-demand reporting
- Managed appreciated assets*
*Must conform with the TPF Gift acceptance policy.
Legacy Giving Solutions
Broaden your fundraising efforts with planned giving
Building, managing, and administering a planned giving program can be complex and expensive. TPF is here to help. Our knowledgeable staff is equipped with the resources you need to automate processes while maintaining dedicated, personalized attention. Options include:
- Charitable Gift Annuities
- Endowment Funds
- Donor-Advised Funds
- Charitable Trusts
Start a Legacy Giving Program
Are you a church or nonprofit that wants to develop a fundraising strategy for your organization? Check out TPF Legacy Builder.
Partner with TPF
Ready to open an investment account or establish an endowment fund or life income gift?